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China Vanke's Crisis Deepens Amid Default Fears

11/26/2025

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Story summary
  • China Vanke Co. faces a deepening crisis as it tries to avoid default amid dwindling investor confidence.
  • The company's stock and dollar bonds have plummeted, with the dollar bond at a record low.
  • China Vanke Co. relies heavily on loans from its largest shareholder, Shenzhen Metro Group, which has provided 30 billion yuan.
  • Tighter borrowing terms and a leadership change raise concerns about financial stability and wider downturn risks.